BoardEffect Reviews & Product Details

My organization previously used a different board portal before it was sunsetted last year. After evaluating a few options, we chose BoardEffect. Overall, it has been a positive experience, and we've received encouraging feedback from our board members about the new platform. While I’m still learning the ropes, I appreciate how easy it is to create board books and how seamlessly the minutes are integrated into the site. The overall layout is user-friendly, and we've definitely seen more board members actively engaging with the platform. The implementation and integration process was straightforward, and the customer support team provided excellent guidance throughout. Review collected by and hosted on G2.com.

It takes time to access the minutes section.

I wish there was a way to track when users view or open the board book.

It would be helpful to have a way to preview what users are seeing. Review collected by and hosted on G2.com.

I absolutely adore the fact that BoardEffect offers safe document management and distribution. Our board room documents are highly confidential therefore a highly encrypted platform offers us a great relief. The game changer is also the meeting management tools. It is easy to create agendas, handle RSVPs, and share whole board packets before meetings online digitally. It is not only a time saver but also they have done away with physical printing. All of that is stored and easily accessible to our board members which is great. Review collected by and hosted on G2.com.

But there is a pinch of new software solutions to replace the user interface which is a bit less modern. It is practical and not necessarily user-friendly as it might be to completely new board members. We also once in a while find the search capability in documents to be more interesting. Sometimes it is a small challenge to find particular notes or past discussions easily. They are rather minor details that do not hamper basic functions. Review collected by and hosted on G2.com.

My favorite aspect of BoardEffect is that it makes sure board members are following the same direction without needing to communicate all the time. I have mostly used it to keep our board materials and meeting notes in order. It’s obvious that the communication is always on the same level. Since everyone has access to the same documents, a lot of my responsibilities have been relieved. Review collected by and hosted on G2.com.

There have been times when board members didn’t notice important changes because they were not aware they were made. That little gap creates more problems when it results in confusion in meetings. Review collected by and hosted on G2.com.

We have been using BoardEffect and couldn't be more pleased with the experience. As an administrator, I find the platform incredibly intuitive and easy to navigate, which has saved us significant time when preparing for board meetings. Our board members have also found the interface simple and accessible, which has greatly improved engagement and communication.

What truly sets BoardEffect apart, however, is the exceptional customer service. Our Customer Success Manager (Pia Roper) has been consistently responsive, knowledgeable, and proactive in ensuring we get the most out of the platform. Whether it's onboarding, troubleshooting, or exploring new features, the support has been top-notch.

Highly recommend BoardEffect for any non-profit organization looking to streamline governance processes and improve board collaboration. Review collected by and hosted on G2.com.

If I had to point out one area for improvement, it would be that board members who serve on multiple boards using BoardEffect need separate logins for each organization. It would be much more convenient if there were a way to access multiple boards with a single sign-on or unified dashboard. Review collected by and hosted on G2.com.

The best thing about BoardEffect, hands down, is how it brought everything into one clean, organized space. Before, I’d have to dig through email threads, Google Docs, and old PDFs just to prep for a single meeting. Now, I log in, and everything I need—agendas, past minutes, reports—is right there. It sounds simple, but it’s honestly taken a huge weight off. I feel more prepared, less stressed, and like my time’s actually being respected. That’s no small thing when you’re juggling a board role with a full-time job. Review collected by and hosted on G2.com.

Honestly, the learning curve in the beginning was a bit frustrating. When we first switched over, a few of us—especially the less tech-savvy board members—felt lost. It’s not the most intuitive platform right out of the gate, and I remember one meeting where we spent more time figuring out where a document was than actually discussing it.

Also, it’s not cheap. For smaller organizations like ours, the cost made us hesitate at first. It felt like a big leap.

That said, once we got past the early bumps and learned how to use it, those issues faded. But yeah, onboarding could definitely be smoother. Review collected by and hosted on G2.com.

I really love how BoardEffect acts as a one-stop shop for everything board related. It makes communicating with board members super easy and keeps all our important docs safe and in one place. What I really appreciate is how it simplifies getting ready for meetings, helping everyone stay organized and in sync. From a board member's point of view, having all the info and materials in one spot is efficient and they heavily rely on this functionality. Overall, BoardEffect has really smoothed out our board processes. Review collected by and hosted on G2.com.

I don't think BoardEffect is a standalone. You have to use other tools to do what it cannot.

If board members go there to RSVP, view the board book, see upcoming events, I believe there should also be a messenger feature within the software.

Minute-taking is also a core part of board management. It unfortunate that you have to pay extra for a baseline need. Review collected by and hosted on G2.com.

BoardEffect is easy to work with. Creating Board Books and building the library for our trustees is a seamless process. The conversion process was easy and we were able to begin using it immediately. Our staff and trustees were all trained quickly and were able to integrate the tools into the every day work process easily. I feel confident in the customer service group whenever an issue comes up, which has been very little. We build out information for 4 board meetings every twelve months which consists of 3 board books for each meeting for a total of 12 a year, however, there have been instances when an additional one was utilized. All staff and trustees have access to the library 24/7 which is a definite asset for our foundation. Review collected by and hosted on G2.com.

In the beginning, there was an issue that prevented automated notification when the meeting materials were ready and available to the trustees, however, new updates have ressolved that issue. As of today, we have no issues with how BoardEffect is working for us. Review collected by and hosted on G2.com.

The migration from Diligent's BoardPaq to BoardEffect was extremely easy and the support I received during the process was very helpful. It is obvious the BoardEffect Team has put a lot of thought and work into the training, available Webinars and materials for this particular Diligent product.

I have completed two (2) Board meetings using BoardEffect. The Directors and Executive Team found the App easy to install and the internal training we scheduled with small groups was also easy and informative to get them started with the new product.

Creating the Board Meeting Book for each meeting is intuitive and easy to update the order of agenda items as well as attachments through the edit process.

I am still learning BoardEffect and appreciate the enhancements that continue to be communicated by the BoardEffect Support Team. Review collected by and hosted on G2.com.

Preparing the meeting minutes is the only area so far that takes more time than it did using the Diligent BoardPaq product. The following areas are a bit clunky and take additional time in BoardEffect / Diligent's Meeting Minutes area:

1. Identifying the meeting attendees would be easier if the members of the workroom were already listed to select from a list. My name is the only name that pre-populates for meeting attendance. Once I start typing the names, the name selections pop up to select from, but this is time consuming due to the meeting attendees varying from meeting to meeting.

2. Reporting of voting details for meeting agenda items would be easier and quicker if a system tool was available to enter each step of the voting process. BoardPaq's system for automatically provided an area to select names for the "Move", "Second", and "Status" recording of agenda items submitted for approval. In BoardEffect, I am currently entering this information manually within a table for each agenda item receiving approval.

If I am missing something within BoardEffect/Diligent Meeting Minutes for both of these items, I would love to receive some additional training or "how-to" information.

Thank you!

Beverly Review collected by and hosted on G2.com.

It is incredibly easy to use, make events, and create board materials ahead of meetings. I have also reached out to customer service several times and have been happy with the services provided. Review collected by and hosted on G2.com.

I wish there was a setting to notify workroom members when an event is created and when a new board book is created. I also wish that there was a better method of creating collaborative docs in the library. I am looking to have a spreadsheet and working doc available for members to edit, and most of my Board members do not have Microsoft accounts to do so. Review collected by and hosted on G2.com.

BoardEffect has made all of our board activities easy to manage and keeping neat. Almost no effort is needed to set up meetings and to share files. I’m especially a fan of the fact it syncs straight into Outlook to avoid a lot of scheduling time. With such an ease of use and such a wide range of features, such as secure document storage, how we prepare for our meetings have changed completely. And it’s more than a huge improvement for my daily work. Review collected by and hosted on G2.com.

I don’t like BoardEffect’s mobile app, because their app is glitchy and opens large documents very badly. Regretfully I have to wait or continue starting the app to have fast access to it from my phone in the middle of a meeting. This has made it harder to get flexible when I’m not at my desk and unnecessarily complicated my usual workflow. Review collected by and hosted on G2.com.